Global Wealth Management Investment Advisory, Inc. Ishares Msci Usa Quality Facto Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$112.92 - $122.16 $33,876 - $36,648	-300 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$100.86 - $116.21 $30,258 - $34,863	300 New	300 $35,000
Q4 2019 Feb 14, 2020	SELL	$89.66 - $101.3 $4,303 - $4,862	-48 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	$85.59 - $92.22 $51,439 - $55,424	-601 Reduced 92.6%	48 $4,000
Q1 2019 May 10, 2019	SELL	$74.79 - $88.74 $134,771 - $159,909	-1,802 Reduced 73.52%	649 $57,000
Q4 2018 Feb 14, 2019	BUY	$71.91 - $90.78 $176,251 - $222,501	2,451 New	2,451 $188,000

Others Institutions Holding QUAL

# of Institutions

1,447

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.07 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.62 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.61 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.39 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.35 Billion
0.11% of portfolio

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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